Financial Services Professional • Do you have experience calling on local businesses or municipalities? • Do you own a business or have owned a business in the past? • Do you have management experience and are looking to increase your income? • Do you have sales experience and thinking of an industry change? If the answer to any of these is "yes", consider joining a Fortune 100 company that is a leader in the financial services industry. Help us to drive a positive impact in the lives of local businesses and the families they employ. At New York Life, you’re in control of your career journey, and we will invest in you from the start. What we’re looking for... Candidates must reside in Northern California. ( Currently seeking candidates in Sonoma, Marin, Mendocino, Napa, and Solano) This is a full-time opportunity. We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. Connect with locally owned businesses of all sizes to help them attract and retain top talent by enhancing their employee benefits offerings with solutions - group term, employee whole life insurance, 401(k), SIMPLE IRA, Key Person Insurance, Executive Carve-out bonuses, Deferred Compensation plans, and much more. You will enjoy a flexible work schedule so that you can stay involved in your community and strengthen relationships. About New York Life... New York Life is a Fortune 100 company with a long history of doing good. We have been in business for over 180 years, helping generations of Americans protect their families and attain their financial goals. As a mutual company, we are accountable only to policyholders, not to Wall Street or outside investors. We are focused on the long-term success of clients. What we offer... Training and development We’ll equip and train you with a multifaceted approach that includes an industry-leading learning platform, personalized coaching from dedicated training professionals, and the ability to obtain industry professional designations. We are so committed to training that we’ll subsidize it in your first two full-time contract years, providing you with additional funds, if you qualify, to help keep you on your feet while you complete our training program and grow the business. You’ll also be eligible to get rewarded and acknowledged with sales incentives and professional development trips for our top-performing investment professionals. We provide study materials and pay for your state licensing exams and FINRA exams. Products and solutions Together with its subsidiaries, New York Life provides a range of products, including employee benefits, life insurance, annuities, long-term care insurance, disability income insurance, and investment products such as mutual funds through our broker-dealer arm, NYLIFE Securities LLC (member of FINRA and SIPC), a Licensed Insurance Agency, ensuring that the solutions you develop with clients can help them and their families achieve their financial goals. You’ll also be able to specialize and gain expertise in different areas, such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services, estate planning strategies, and business solutions. ****How we will compensate you You have the power to determine your own income with our commission-based compensation. Individual agent performance will determine your income. Benefits for full-time agents include medical, dental, vision, life, and disability insurance, as well as a 401(k) and pension. $130,000 at plan earnings. Your compensation will grow as your book of business grows, and there is no commission cap. Responsibilities: • Create & Maintain Relationships with Employers, Municipalities & Government Offices. • Build relationships with all sizes of locally owned businesses and municipalities. • Build consultative relationships with business owners, HR executives, and decision-makers to understand organizational benefit needs. • Present and deliver customized employee benefit solutions, including retirement plans, insurance, and financial wellness programs. • Advise on business succession planning to help owners protect their legacy and ensure smooth leadership transitions. • Provide guidance on key employee benefit programs that enhance loyalty and reduce turnover. • Educate Clients on Financial Options. • We provide all the training courses you will need to obtain your professional licenses. We pay for your insurance and FINRA license exams. We also provide tuition reimbursement to help you obtain a financial designation such as ChFC, RICP, or CFP. Qualifications: • Experience in B2B sales , ideally within financial services, employee benefits, or insurance. • Strong communication and presentation skills with the ability to engage C-suite and HR executives. • Enterprising mindset with the ability to independently build and grow a book of business. • Series 6/7 and 63/65 (or 66) licenses preferred, or willingness to obtain. We pay for study materials & licensing fees. • Life & Health Insurance license preferred, or willingness to obtain. We pay for study materials & licensing fees. • A bachelor’s degree in Management, Business, Finance, or a related field is a plus. Compensation: $130,000 at plan earnings

• Create & Maintain Relationships with Employers, Municipalities & Government Offices. • Build relationships with all sizes of locally owned businesses and municipalities. • Build consultative relationships with business owners, HR executives, and decision-makers to understand organizational benefit needs. • Present and deliver customized employee benefit solutions, including retirement plans, insurance, and financial wellness programs. • Advise on business succession planning to help owners protect their legacy and ensure smooth leadership transitions. • Provide guidance on key employee benefit programs that enhance loyalty and reduce turnover. • Educate Clients on Financial Options. • We provide all the training courses you will need to obtain your professional licenses. We pay for your insurance and FINRA license exams. We also provide tuition reimbursement to help you obtain a financial designation such as ChFC, RICP, or CFP.